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CHAPTER4LABS
Lab4-1UsePivotChartstoVisualizeDeclarativeData
Lab4-2UseTableautoPerformExploratoryAnalysisandCreateDashboards
Lab4-3ComprehensiveLab:Dillard’sStoreData:CreateGeographicDataVisualizationsinTableau
Lab4-4ComprehensiveLab:Dillard’sStoreData:VisualizingRegressioninTableau
(Level1Header)Lab4-1UsePivotChartstoVisualizeDeclarativeData
TakeascreenshotthatshowsthePivotTableandthePivotChart(4-1A).
KeyScreenshot:
TakeascreenshotthatincludesyourPivotChart,PivotTable,andbothslicers(4-1B).
KeyScreenshot:
Q1.Spendafewminutesfilteringthedatawiththeslicers.Namethreeimportantinsightsthatwereeasytoidentifythroughthisvisualization.
Answerswillvary.
Q2.WhatdoesthedatavisualizationandtheinteractivityoftheslicerprovideyouraudiencethattheoriginalPivotTabledoesnot?
Answerswillvary,butstudentsmayidentifytheadvantageofthevisualizationhelpingtheaudienceidentifydifferencesinquantitysoldacrossproductsmorequickly,andtheslicershelptoquicklyfilterthedatatogatherinsights.
Alternative2:VisualizethePivotTablewithConditionalFormattingandSparklines
TakeascreenshottoshowtheConditionalFormattingandtheSparklines(4-1C).
Q3.Whendoyouthinkasparklineand/orconditionalformattingwouldbepreferableovercreatingaPivotChart?
Answerswillvary,butstudentsmayrespondthatsparklinesshowaquickersnapshotofhowaproductisperformingovertime,whilethePivotChartandslicersareamoreinteractivewaytodrillintothedata.
Q4.Whatothervisualizationswouldbeusefultointerpretthisdata?Ifyouweretocreateareporttoberunmonthly,whataretwovisualizationsthatshouldbeincluded?
Answerswillvary.
Q5.Provideawrittenreportdiscussingthedataanalysisprojectandtheinsightsthatshouldbegainedfromthisvisualization.
Answerswillvary.
Endoflab
(Level1Header)Lab4-2UseTableautoPerformExploratoryAnalysisandCreateDashboards
(Level2Header)Part1:IdentifytheQuestions
Q1.UsingtheUMLdiagram,identifywhichtable(s)andattributesyouwillneedtoansweryourinitialquestionregardingamountofproductssold.
Sales_Subset:Product_Code,Sales_Order_Quantity_Sold
CouldimprovetheoutputbyjoiningFGI_ProducttabletoviewProduct_Description(insteadofjustProduct_CodefromtheSales_Subsettable)
(Level2Header)Part2:MastertheData
Q2.IftheSalesOrderDatedatatypehadimportedasnumber,howmightthatcauseaproblemwithouranalysisifwewantedtodigintothedatabymonth,forexample?
Tableauiscapableofperformingsmartdateanalysis(similartoExcel).Whilemonthsanddaysarealignedwithnumbers,(months1-12,days1-28or30or31),importingthedataasadatetypeallowsyoutoperformweekly,monthly,andquarterlyanalysisthatwouldtakemanualgroupingifthedatatypewereonlyanumberinsteadofadate.
Q3.WhydidyourSalesOrderIDattributeimportastext,whenitlookslikeeachfieldhasnumericaldatainit?WouldtherebeanybenefitinSalesOrderIDbeingstoredasanumber?Whywillitnotpresentaprobleminouranalysistomaintainthisdataastext?
EventhoughthePrimaryKeyofSalesOrderIDisanumber,itdoesn’thaveanyquantitativeornumericalmeaning.It’snotmeaningfultoaddSalesOrder20001andSalesOrder20002.Itcanbemeaningfultocountthenumberofsalesordersonagivendayorduringaweek,butaddingoraveragetheactualnumbersassociatedwithSalesOrderIDisnotmeaningfulanalysis.Thisiswhyit’snotaproblemtopresentthisdatatypeastext.
(Level2Header)PerformExploratoryAnalysis
Takeascreenshot(4-2A).
KeyScreenshot:
Q4.Whataretwowaysthatyoucanthinktoimprovethisvisualtomakeitmoreeasilyunderstandable?
Answerswillvary,butthenexttwostepsaregreatwaystoimprovethevisual–tosortthebarsbyamountofproductsold,descending,andalsotoaddlabelstoeachofthebars.
Takeascreenshot(4-2B).
KeyScreenshot:
Takeascreenshot(4-2C).
KeyScreenshot:
Takeascreenshot(4-2D).
KeyScreenshot:
(Level2Header)CommunicateResults
Filterbyeitherastateoraproduct,andtakeascreenshot(4-2E).
KeyScreenshot(Answerswillvary,dependingonwhichitemsthestudentusestofilter):
Q5.Aftercreatingthesesheetsandthedashboard,whatadditionaldatawouldyourecommendthatSlainteanalyze?WhatisanotherdatavisualizationthatwouldbehelpfulforSlainte’sdecision-making?
Answerswillvary.
EndofLab
Lab4-3ComprehensiveLab:Dillard’sStoreData:CreateGeographicDataVisualizationsinTableau
(Level2Header)Part1:IdentifytheQuestions
Q1. Howwouldthisinformation,averagetransactionbalancebystate,helpamanagermakedecisions?
Answerswillvary.Managerscanusethisinformationtocomparetheperformanceacrossstates,andiftheyrecognizethattheyareinalower-averagetransactionstate,theymaylooktothehigher-averagetransactionstatestoseewhatisbeingdonedifferently.
Q2. Howwouldyouthinkmanagerswouldliketovisualizetransactionbalancebystate?Whatwouldbethemost(andless)effectivewaystovisualizethesetransactions?
Answerswillvary.PiechartswouldbeapoorwaytovisualizethisdatabecausetherearesomanystatesthathaveDillard’sstores,therewouldbetoomanypiecesofpieforittobemeaningful.Barcharts(histograms)wouldworkwell,aswouldmaps.
(Level2Header)Part2:MastertheData
TAKEASCREENSHOTOFYOURRESULTS(4-3A)
KeyScreenshot:
Endofthisprocess
(Level2Header)Part3:Performananalysisofthedata
Q4.WhichCityhasthehighestaveragetransactionamount?(Itcanbeeasiertoanswerthisquestionifyousortthedata.Clickingthe“sort”buttonwillre-orderthebarssothatthecitywiththehighestaveragetransactionamountwillbethefirstbarlisted).
Maumelle
Q5. Howwouldyouthinkmanagerswouldliketoseetransactionbalancebystate?
Answerswillvary.Managersmayliketoseeadrillabletransactionbalancesotheycanidentifyhighandlowperformersacrosscitiesandstores.
Q6.Whatarefurtherquestionsthatwouldbemeaningfultodrilldownintowiththissamedataset,givenwhatyouhaveseensofar?
Answerswillvary.
TAKEASCREENSHOTOFYOURRESULTS(4-3B)
KeyScreenshot(Answersmayvaryifstudentssortedorcollapsedtheirdata):
(Level2Header)Part4:AddressandRefineResults
WiththismuchdataloadedintoTableau,thereisatremendousamountofanalysisandvisualizationthatyoucando.
Q6.BasedonwhatyouhaveseenoftheaveragetransactionamountsfordifferentdepartmentsandproductsintheMaumellestore,whatwouldyourecommendtotheMaumellestoremanagerwhoistryingtomaximizeprofits?Advertisecertainproductsmore?Advertisecertainproductsless?Openanadditionalstorenearby?Closethisstore,etc.?
Answerswillvary.Thestudentsshoulddrillintoparticularlyhighandlowperformingdepartmentstofindtheiranswers.
Lab4-4ComprehensiveLab:Dillard’sStoreData:VisualizingRegressioninTableau
(Level2Header)Part4:AddressandRefineResults
Q1.Whichofthesethreevariableshaveanoticeabletrendascomparedtotheothers,suggestinggreaterexplanatorypower?
TheOnlinevariable
Q2.Whichofthesethreevariablesdoesthebestatexplainingtheaveragetransactionamount?(Hint:Considerther-squaredineachorthep-valuesamongthethreemodels).
Theonlinevariable
Q3.ThecoefficientontheDLRD-dummyisnegativehere.Whatdoesthatsuggest?Isthatconsisten
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